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Markets bounce around. That’s just what they do. If they didn’t, they wouldn’t reflect our ever-changing world. As a result, your portfolio bounces around, too, which means your portfolio will eventually look different than it did when you started. Specifically, you’ll be taking the wrong amount of risk. We will want to bring your portfolio…

You’ve probably heard a realtor or businessperson tell you that the three most important factors in determining a property’s value are location, location, and location. It seems crazy when you think about it, but it is so true. There’s a similar rule for investments: asset location. We are constantly looking for the best asset location within…

Recently the markets have been choppy, resulting in renewed anxiety for many of you. While it may be difficult to remain calm during a substantial market decline, it is important to remember that volatility is a normal part of investing. Additionally, for long-term investors, reacting emotionally to volatile markets may be more detrimental to portfolio…

Planning for retirement is vitally important. And with something this important, many of us want a sense of control. We want to know that our retirement income plan covers all the bases, and that it will smoothly take us through to a successful retirement. But, for most of us, that’s not how it’s going to play out. 

Q4 2021 – Quarterly Market Review

Incorporating bonds into a retirement strategy is far from a one-size-fits-all solution. Bonds can serve as both a stabilizing force within a portfolio and a reliable source of income during retirement, yet their role depends on how they are used to align with specific retirement goals. The discussion here will focus on using bonds specifically to meet…

The Russian invasion of Ukraine is disturbing. An action like this will have a significant impact around the world, and it will undoubtedly have an impact on the global economy. This uncertainty has a lot of people wondering what will happen to their investments and broader retirement income plan. Every situation is unique, but historically…

Q4 2021 – Quarterly Market Review

Mass customization is the dream for most industries, and the financial services industry is no different. Everyone’s investing goals are different, so it makes sense that we would want to be able to specifically design the funds that we use to reach our goals. The plethora of mutual funds and ETFs out there give us…